Flatirons Wealth Management

Flatirons Wealth Management

Flatirons Wealth Management is a Colorado-based RIA that functions as a multi-family office, founded by a team of advisors with backgrounds in private banking and wealth management. The firm's structure allows it to serve multiple families without the public reporting requirements of a single-family office, emphasizing discretion and personalized service. The firm's investment approach centers on customized portfolio management, incorporating asset classes such as equities, fixed income, alternatives, and cash. Flatirons uses a combination of direct securities and third-party managers, with a focus on tax-aware strategies. The geographic footprint is primarily domestic, concentrated in the Rocky Mountain region. The team size and exact AUM are not publicly disclosed. Flatirons does not operate separate venture or private equity arms. Recent activity: no verifiable events from the last 24 months found in public record. A structural differentiator is Flatirons' positioning as a fiduciary RIA, which legally obligates the firm to act in clients' best interests—a distinction from many broker-dealers. This structure, paired with a multi-family office model, gives clients access to institutional-grade planning without the overhead of a single-family office.